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Nearly 30 financial advisers have joined a new AFSL, with the majority coming from ex-AMP licensee Charter Financial Planning, which is now owned by Entireti....

Financial planning • 7 February 2025

Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...

Funds management • 10 February 2025

GQG Partners saw its funds under management grow by nearly 5 per cent in January to more than US$160 billion, shrugging off outflows experienced after its links with Adan...

Funds management • 10 February 2025

Commentators say the lack of transparency in private markets is making it difficult for fund managers and advisers to assess them from an ESG perspective....

Features • 10 February 2025

Lonsec has appointed a new chief executive for its research and ratings division as Mike Wright takes up a new role in light of the acquisition of Evidentia Group by Lons...

Funds management • 10 February 2025

In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment a...

Editorial • 10 February 2025

MA Financial Group has closed its IPO early for the MA Credit Income Trust, having raised a sum 10 per cent higher than its original target....

Funds management • 10 February 2025

Recruitment agency Keegan Adams has released its funds management distribution salary guide for 2025, with the role becoming more critical than ever as fund managers targ...

Funds management • 10 February 2025

ASIC has cancelled its first AFSL of 2025, taking action against an advice licensee based in Sydney, NSW. ...

Financial planning • 10 February 2025

Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...

Financial planning • 10 February 2025

Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand....

Funds management • 11 February 2025

Global X has identified five key themes it expects to play out in the ETF space across 2025 with a focus on how investors can enhance income and their portfolio resilienc...

Funds management • 11 February 2025

Equity Trustees has partnered with two alternative fund managers as the responsible entity for their latest fund launches. ...

Funds management • 11 February 2025

Platinum Asset Management has announced an easing of the outflows experienced in 2024, reporting its smallest outflows in 18 months....

Funds management • 11 February 2025

The Financial Services and Credit Panel has cancelled the registration of an NSW adviser for two years as it felt he displayed a ‘level of incompetence’ in providing advi...

Financial planning • 11 February 2025

Financial services firm Link Wealth has purchased a majority stake in a Hobart-based advice business, its latest move as it makes a strategic expansion across the country...

Financial planning • 11 February 2025

As artificial intelligence becomes increasingly commonplace in Australia’s financial services sector, over half of workers fear it poses a threat to their job security, t...

Financial planning • 11 February 2025

With private equity players taking an interest in acquiring Australian financial planning businesses, what are these firms prioritising when evaluating a potential target...

Expert Analysis • 11 February 2025

The ETF provider has launched its latest product providing investors with exposure to 2,000 small-cap stocks listed in the US, which are positioned to “benefit significan...

Funds management • 12 February 2025

JPMAM has appointed an Australian HNW client adviser to drive the momentum of its HNW channel, who previously served as Netwealth’s head of investment solutions. ...

Funds management • 12 February 2025
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago